Assured Retirement Plan — Form 5500 plan (A.L.M. Holding Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Assured Retirement Plan is a benefit plan reported by A.L.M. Holding Company under EIN 20-0520252 and plan number 003. The latest loaded filing year is 2023. The filing reports 106 participants and $5,930,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.L.M. Holding Company
- EIN
- 20-0520252
- Plan number
- 003
- Plan type
- 2
- Location
- Onalaska, WI
- Latest filing year
- 2023
- Participants
- 106
- End-of-year plan assets
- $5,930,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | I | 20241004103735NAL0022485250001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,930,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,930,735
- Net assets (BOY)
- $4,163,780
Income & contributions
- Employer contributions
- $699,588
- Participant contributions
- $379,750
- Total income / additions
- $1,925,720
Expenses & distributions
- Benefits paid
- $149,891
- Administrative expenses
- $8,650
- Total expenses
- $158,541
- Net increase / (decrease)
- $1,767,179
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.